Adg Wealth Management Group, LLC Portfolio Holdings

Adg Wealth Management Group, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $21.2B, Invesco S&P 500 Equal Weight E with a value of $15B, Ishares S&P 500 Value ETF with a value of $9.8B, J P Morgan Exchange Traded Fd with a value of $9.38B, and J P Morgan ETF Tr Nasdaq Equit with a value of $8.76B.

Examining the 13F form we can see an increase of $113B in the current position value.

Adg Wealth Management Group, LLC is based out at Metairie, LA

Below you can find more details about Adg Wealth Management Group, LLC portfolio as well as his latest detailed transactions.